See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,900 | $179,726-14.4% | $156,263-1.5% | $142,382+8.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 51.39% | 77.86%-26.5pp | 59.47%-8.1pp | 217.08%-165.7pp |
| Employer contribution / active EE | $3,548 | $5,069-30.0% | $4,333-18.1% | $4,299-17.5% |
| Participant deferral / active EE | $11,758 | $6,956+69.0% | $6,158+90.9% | $6,507+80.7% |
| Admin fee / account holder | $35,936 | $17,272+108.1% | $14,255+152.1% | $12,624+184.7% |